AUMdb

City View Electric, Inc. 401(k) Plan

Sponsored by City View Electric, Inc. · EIN 411573026 · Plan #002

Total assets
$23.0M
Net assets
$23.0M
Active participants
114
With balances
138

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $10,445
Tax Sheltered Compensation Inc Contract administrator, Other services, Direct payment from the plan $1,750
Rbc Capital Markets Llc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0